Richardson Financial Services’s First Trust Institutional Preferred Securities and Income ETF FPEI Stock Holding History

Richardson Financial Services’s Portfolio FPEI Stock Details FPEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-410	Closed	-$39.8K	–	628
2025 Q4	$39.8K	Buy	410 +1	+0.2%	+$19	0.01%	324
2025 Q3	$7.91K	Sell	409 -375	-48%	-$7.18K	﹤0.01%	454
2025 Q2	$14.9K	Sell	784 -492	-39%	-$9.14K	0.01%	370
2025 Q1	$23.9K	Buy	1,276 +368	+41%	+$6.9K	0.02%	313
2024 Q4	$17K	Sell	908 -98	-10%	-$1.85K	0.01%	351
2024 Q3	$18.7K	Buy	1,006 +351	+54%	+$6.55K	0.01%	349
2024 Q2	$12K	Hold	655	–	–	0.01%	373
2024 Q1	$11.9K	Buy	+655	New	+$11.8K	0.01%	389

Other funds holding FPEI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Montis Financial Waltham, Massachusetts $489M AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Richardson Financial Services's FPEI Position: Q1 2026 in Review

Richardson Financial Services sold out of First Trust Institutional Preferred Securities and Income ETF (FPEI) in Q1 2026, closing a stake of 410 shares — an estimated $39.8K sold.

Richardson Financial Services first reported a position in FPEI in Q1 2024 and held it in 8 quarters. The position peaked at $39.8K in Q4 2025. 210 funds tracked by Wall St. Rank hold FPEI as of Q1 2026.

Richardson Financial Services reported no remaining First Trust Institutional Preferred Securities and Income ETF position as of Q1 2026 after selling out during the quarter.
Richardson Financial Services sold 410 First Trust Institutional Preferred Securities and Income ETF shares in Q1 2026, an estimated $39.8K.
Richardson Financial Services first reported a position in First Trust Institutional Preferred Securities and Income ETF in Q1 2024 and held it in 8 quarters.
Richardson Financial Services's First Trust Institutional Preferred Securities and Income ETF position peaked at $39.8K in Q4 2025.
210 funds tracked by Wall St. Rank held First Trust Institutional Preferred Securities and Income ETF as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.